Wealth Advisor Rockville
CIC Wealth is a registered investment advisor (RIA) firm located in Rockville, Maryland. As fiduciaries for all of our clients, we are required by law to put your best interests ahead of our own interests. It is important to understand that not all financial advisors are fiduciaries and therefore not required to act in your best interest.
CIC Wealth Advisors’ number one priority is to provide you with what you need to make informed decisions, as you work toward your financial goals. By taking the time to get to know you personally, a wealth advisor Rockville, MD trusts from our firm is able to better understand your financial circumstances and your needs. We will design a customized financial plan that is designed to increases your likelihood of success. Your plan will include an in-depth analysis of your current standing, specific action items and a custom investment portfolio that matches your tolerance for risk and your long-term goals and objectives. Each of our clients has their own personal needs and desires. Some investors want to see their money grow over time, while other investors are less concerned about the long-term and need their investments to generate income for their short-term needs.
When you hire CIC Wealth as your Rockville, MD wealth advisor, you will always have a single point on contact which gives you direct access to the people investing your money. Our team of Wealth Advisors will keep you informed about your investments and how you are progressing toward achieving your financial goals and objectives. We have found that communication with our clients is one of the most important reason why our clients stay with us for the long-run. You will never be (or feel like) just a number at CIC Wealth, because we limit the number of new clients we take in each year so that we can provide a level of customer service to all of our clients and respond to everyone’s needs quickly.
For the protection of your money, CIC Wealth has chosen Charles Schwab to act as the custodian for our client accounts. Charles Schwab is known around the world as a very strong financial institution that offers great service, at a low cost. It’s a relationship that helps a Rockville wealth advisor from our team provide your with top notch service.
If you are looking for a Wealth Advisor Rockville, MD residents turn to, who will act as a fiduciary on your behalf and provide you with a high level of customer service, contact us today!